Transcript Slide 1

Technology that changes everything
About this Powerpoint Show
•The prime objective of this PPT is to introduce GP partners to the scope
and depth of Trinity’s solutions for distribution.
•There are many more specific sales support tools at www.trinitypartner.com
.
•The presentation uses screenshots and notes to illustrate many product
features
•There are hyperlinks to more in-depth information throughout the presentation
•Feel free to adapt it for your own use and share it with end-users too.
•Contact us for more detailed help on any of these solutions.
[email protected] or [email protected]
What would you like to do next ?
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Start by learning
a little about
Trinity
Go straight to
the solution
demos
Introducing Trinity
Trinity have been providing solutions for
Dynamics GP users since 2000. We were the
original authors of both Extended Pricing and
the Inventory Management suite comprising
Advanced Distribution, Advanced Picking and
Available To Promise. Here are a few basic
facts about the company.
A word about Trinity
• Company Established in 1975.
•Original authors of several core Dynamics GP modules including Advanced
Distribution and Extended Pricing
•Thirty modules for Distribution available direct from Trinity and Azox,
•Over 500+ companies in 20+ countries sites worldwide using Trinity solutions
• American Distributor – Azox Inc with Sales and Helpdesk facilities
• Trinity / Azox always available for consultation / demonstration
•A leading reseller of Dynamics GP in UK. We don’t just write solutions we
implement them.
•Extended resources available at www.trinitypartner.com
Our Mission
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To provide the scope and depth of enhanced
functionality to make Dynamics GP a world
class solution for mid-market wholesale
distributors.
How Trinity solutions fit together
Trinity software solutions are modular. There are thirty
modules in all. This means you can purchase just what you
need to meet your needs.
But it also means that we can combine many modules in a
single solution to address the complex distribution needs of
any organisation – large or small.
Bundles of products also attract bundled prices.
Some more advantages of using Trinity
All of our modules are contained within a single
“dictionary”. This makes installing, implementing
and maintaining simple and guarantees successful
integration across modules.
All of our modules except for some of our Pricing
extensions (which need Extended Pricing to be in
place) are also available on Business Essentials.
We love to listen and learn
Whether you have an existing customer, a new
prospect or would just like to understand better how
you can serve the distribution sector with the help
of our solutions we’d love to talk to you any time .
Check out our Contact page
How this presentation works
We have organised the presentation into five themed area
Sales, Inventory, Pricing, Logistics and Purchasing.
In each themed area we will talk about
• THE FEATURES
• THE WIN
• THE LINK
The key functionality
How the solution can benefit the business.
Hyperlinks to take you to relevant web page
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Inventory
Purchasing /
replenishment
Sales
Ordering
Learn a little
more about
Trinity
Logistics
Pricing
Go to Final
Summary
Sales Ordering
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Inventory
Purchasing /
replenishment
Logistics
Sales
Ordering
Pricing
“ I am looking for more
than simple order
capture. I need to be
able to input orders
quickly and accurately.
I need access to
plenty of back-up
technical info too. I
also want to up-sell
and cross-sell at every
opportunity.”
“My sales team is also
my customer service
desk. They need to be
able to handle all a
customer’s progress
queries”.
When you pick up the phone ..
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When you make or receive a customer call it may not
just be to take an order.
Your customer may have any number of questions
e.g. on price and availability or issues related to
outstanding deliveries or the state of their account.
Handle them all with the Sales Navigator.
Sales Navigator
Search by address
rather than account.
Find all outstanding
lines across multiple
orders
Go straight to
transaction entry
Identify open orders
that can be added to
Drill down to customer
account information
THE FEATURES
Extensive document
and line search
facilities
•Single screen start point
for all customer queries
•Advanced Searches
•Easy view of outstanding
and overdue lines
•Links to document entry
THE WIN
No more jumping between
windows. Answer the
questions the customers
really ask . No set up
needed. Install- ready to
run.
THE LINK
SALES NAVIGATOR
Multiple drill down screens available for more detailed
information
Order Entry to suit your business
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Different businesses have different needs for order
entry. For some – typically in high volume, low value
sales the emphasis is on speed, simplicity and
accuracy. In more technical organisations –
particularly those with a high SKU count - there is a
greater need for powerful search and decision
support capabilities. We’ll show you examples here of
both types.
TurboSop – Fast, Easy Order Entry
Unstructured searches
across item, description,
class straight into the item
field simplifies operations.
Calls new informative lookup or drops item straight
into order where only one
match found
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Highlight items previously
purchased by this
customer/ ship-to or filter to
see only these
New look-up with sales
related info sits next to main
order screen
THE FEATURES
•Unstructured item search
•User configurable
•Mouse-free order entry
•Great decision support
.
THE WIN
X-137
Just click a line to drop it straight into
the order
Save time, save money,
improve accuracy, happier
customers and users.
THE LINK
TURBOSOP
CUSTOMER TEMPLATES
LINKED ITEM SELLING
SALES PATTERN ANALYSIS
Supervisor configuration of decision
support information per user e.g.
price, margin, availability, history
Supervisor configuration of drill-down
options, order history, promotions.
sites, notes etc
Sales Ordering – Advanced
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Now let’s take a look at a business with more
sophisticated information needs at order time
Drill down buttons show
Advanced Order Entry Features
Multiple search
methods , including
explorer style catalog,
attributes and string
search
Choose to show customer
buying lists – either system
or user maintained
Additional filters to help
focus on relevant items
•Available to Promise
•Buying history
•Substitutes
•Items by Site
•Specs and Images
•Price Trace
•Email link to send specs
•Notes and Item Information
THE FEATURES
•User configurable overlay
to sales order entry
•customer buying lists
•Simple drill downs for info
•Up sell & cross-sell tools
THE WIN
Highlight items that
should be bought today
Powerful order entry for
high SKU count sales -built
to suit individual user
needs and authority level.
Customer specific prices
Supervisor configuration of
which decision support fields
should be displayed per user
THE LINK
CATALOG BASED SALES
CUSTOMER TEMPLATES
Double click an item to drop
into order
Additional SOP Features
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Here are just a few of the additional features available . There are too many to list them all
here. If you don’t see what you need give us a call. Use the Hyperlinks to find out more.
• Customer Call Scheduling
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–
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User Managed Call out lists
Import one off schedules
Detailed call history
Self maintained schedules based on
preferred call frequency
• Linked Item Selling
–
• Distribution Enhancements
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• Price Negotiation
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On line price haggling
Full audit trail of negotiated prices
See pricing section of this presentation
for an example.
•
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Order Entry functionality with a till
Item Restrictions by Customer
View document margin
Item aliases
Reallocate stock from other orders
Mobile Sales on a Laptop
–
• Front Counter
If you bought A – let me tell you about
B and C
Order Entry functionality on a laptop
without need for internet connection.
Pricing
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Inventory
Purchasing /
replenishment
Logistics
Sales
Ordering
Pricing
“ Getting the right price is
what gets me the order,
but sometimes I feel I am
giving away more than I
need and maintenance is
a constant challenge”
I need ..
•Negotiation tools
•Easy price management
•Rebate tracking
•Volume discounts for
groups of products
•Promotions with a
choice of free product
•Order value discounts
•Cost uplift pricing
•Site specific prices
Introducing Pricing
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For the wholesale distributor the ability to provide a
well focused pricing structure that drives up revenue
while protecting margins is critical to success.
For many distributors – particularly those selling
branded goods the ability to offer the right deals to the
right customers is a key differentiator.
Extended Pricing
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Trinity were the original authors of Extended Pricing which you would now
purchase direct from Microsoft. Key reasons you may use E.P. include
•Date effective pricing
•Mixed price types per customer – Net Prices, Value Off Percent of
•Promotions including buy one get one free
•More flexible management and grouping
While Trinity cannot sell you E.P. we are happy to advise on best practise and
to provide training and consultancy services in pricing issues.
Trinity has also developed a number of add-on solutions to enhance the
scope and flexibility of pricing solutions. Here are some of those features >>>
Extended Pricing Enhancements
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Order value discounts can be applied with
multiple thresholds . They are automatically
tracked and applied to the order. Different
rules per customer if necessary
This pop-up screen will sit next to order entry
Order Value discounts
THE FEATURES
•Discount based on Order
value
•Offer promotions for total
purchased for a group of
products
THE WIN
Define promotion rules e.g. any 10
from group including at least 3 of A
Aggregate (Volume) Promotions
Assign customers and items to the
promotion
Offer discounts with a
purpose – increase
shipment size, sell up,
introduce new items.
THE LINK
Maintain list of free items to choose
from
EXTENDED PRICING
ENHANCEMENTS
Extended Pricing Enhancements (2)
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THE FEATURES
Allows two new price types. Cost
Plus percent and Cost plus value
•Quantity Breaks for total
group sales
•Explicit discounts on
invoices
•Sell price per depot
Enables users to create value on
as well as value off
Aggregate Pricing – quantity breaks
based on sales for whole groups of
products. Will re-price an order
automatically- configurable rules
THE WIN
Multiple additional pricing
options that enable the
wholesaler to develop a
unique and effective
pricing policy
Aggregate Promotions – See
previous screen for details
Show discount element of price on
invoice document
THE LINK
Allows you to set price according to
selling location
EXTENDED PRICING
ENHANCEMENTS
Simplified promotion formula set-up
and pro-active sales pop-up option
Extended Pricing Integration
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THE FEATURES
Select any ranges or sheets, items
etc to export and update
• simple price export to XL
• Manage price data in XL
• Import routines
THE WIN
Improve speed, efficiency
and accuracy of price
maintenance using the
power of XL to quickly
write and update large
volumes of data
All maintenance
done in XL.
Create new or
updated price
records
THE LINK
Import prices, books,
sheet assignments
etc
EXTENDED PRICING
INTEGRATION
Price Negotiation
Negotiation window called direct
from order entry using Ctrl-P
Return to Main Menu
THE FEATURES
Manipulate Value, Margin or Margin
% to come up with best deal. Single
click drops negotiated price into the
order and writes an audit record
•On-line negotiation based
on a cost of your choosing
•Manipulate margin or
Margin % or value
•Decision support links
THE WIN
Don’t miss a sale on price
but knowledge is power.
Be in control of your
negotiation
User selects appropriate cost base
– even taking into account
outstanding PO prices if appropriate
THE LINK
Multiple drill downs to support
the negotiation process
PRICE NEGOTIATION
Sales Rebate Tracking
Sales Rebates – accumulated over
a period of time - often against
complex rules, groupings and
thresholds - can form an important
part of the whole pricing equation
This inquiry shows rebate accrued
to date for individual item X-181
($23.05) and for GROUP1 ($7)
showing also items in the group
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THE FEATURES
•Flexible rebate discount
structures including
customer and item
groupings
•On-line inquiry and report
THE WIN
Simplify and automate a
complex admin task. Gain
new insights into true
profitability.
THE LINK
This windows gives a snapshot of an individual customer’s current
rebate position. Rebates can be accrued based on volume or value of
sales for single items or ranges of items. The Rebates may be value off
or percentage based and can have multiple breakpoints.
SALES RETROSPECTIVE
DISCOUNTS
Logistics
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Inventory
Purchasing /
replenishment
Logistics
Sales
Ordering
Pricing
“Margins are low in
my business so I
need maximum
efficiency from my
delivery operation.
That means
efficient error free
picking, best
possible use of my
delivery fleet and
an invoicing
operation that
involves little or no
keying for my staff.
Introducing Logistics
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Efficient error-free pick-pack-ship systems can mean
the difference between profit and loss – particularly in
low margin businesses such as foodservice or office
supplies. In some environments the best answer is a
warehouse management system or at least
automated data capture but there are also many
gains to be made in the core application by the right
combination of software and good practise.
Advanced Distribution & Picking
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Trinity were the original authors of Advanced Distribution & Advanced
Picking which you would now purchase direct from Microsoft. Key features
of these products include
•Introduction of the concept of a “fulfilment order” - a shipment representing part
or all of an originating order
• Configurable workflow enabling users to map documents through critical stages
of the pick pack ship process
• Additional picking options – most importantly the ability to produce a
consolidated “walk-round” picking list for a number of fulfilment orders
While Trinity cannot sell you A.D or A.P. we are happy to advise on best
practise and to provide training and consultancy services in logistics issues.
Trinity has also developed a number of add-on solutions to enhance the
scope and flexibility of these solutions. Here are some of those features >>>
Vehicle Load Planning
Address specific delivery profile
used by the system to help
transport manager to plan or to
automate load building
Transport Manager Planning Board
Deliveries automatically grouped
by default route, drop, date with
document drill down for easy
planning
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THE FEATURES
•Load building, automatic or
manual based on default
routes, trucks, service levels
•Pick, despatch, invoice by
load
•Load documentation and
analysis.
THE WIN
User configurable information
document display screen – double
click back to originating document
Detailed Driver’s
Manifest. Load
Multiple
methods
Planning
also of load building
from
manualthe
to fully automated
provides
Pick pack despatch
opportunity
to report
and
invoice by load
on profitability
by
printing
documents
load and
vehicle
in drop
sequence
utilisation
Efficient pick pack ship,
analysis load profitability,
improved vehicle
utilisation, time saving.
THE LINK
VEHICLE LOAD
PLANNING
Consolidated Invoicing
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Choice of levels of consolidation
e.g. account, order, address,
customer ref . You can also select
frequency of consolidation and
Flexible document
layouts
preferred
invoiceallows
formatyou to
Simple,
singlewith
routine
detailed or summary
formats
perform consolidation across the
whole company as frequently as you
need.
THE FEATURES
•Reduces multiple
shipments to a single
financial invoice
•Flexible methods and
frequency of consolidation
•Full audit control back to
originating shipments
•Mass update routine
THE WIN
Meet your customer’s
expectation while reducing
transaction volumes and
simplifying sales ledger.
THE LINK
CONSOLIDATED
INVOICING
Additional Logistics Features
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Here are just a few more of the additional features available . There are too many to list them
all here. If you don’t see what you need give us a call. Use the Hyperlinks to find out more.
• Inter-Site Transfers
–
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Full business process control for
transfers leveraging internal sales and
purchase orders including PO
generator
Perfect for keeping satellite warehouse
replenished
In-transit accounting
• Distribution Enhancements
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Minimum Shipment size control .
Over ten other features in this module
• Returns Management
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Can match returns to originating
invoices for price and quantity control
Provides return workflow
Allows “value only” returns for invoice
price corrections
All part of GP Sales Transaction Entry
• Additional Charges
–
Adds ( and consolidates) additional
charges to invoices for items such as
bottle and container deposits, recycling
charge, support & warranty charge etc
.
Inventory
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Inventory
Purchasing /
replenishment
Logistics
Sales
Ordering
Pricing
Keeping proper
control of our
inventory database is
far too time
consuming and we
make far too many
errors- e.g. selling
obsolete stock or
disallowed items to
customers.
Salespeople will
wrongly offer to split
packs losing us
money and I need to
get my catchweights
right or again we lose
out.
Introducing Inventory
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Managing inventory information can be a labour intensive
operation that is prone to error – particularly in an operation
that may hold tens of thousands of SKUs. Tools that assist the
inventory manager to
•create new items quickly and accurately,
• to manage the life cycle of the item
•Provide an easily searchable inventory master
•Handle complex unit of measures issues such as
catchweights
are critical to a well managed operation
Item Manager
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THE FEATURES
•Simple Item cloning
feature
•Create multiple items at
one pass via wizard
•Select which item
elements to copy
•Site assign /unassign
wizard
THE WIN
Create items in seconds
without laborious screenhopping. Reduce errors
THE LINK
Simple step by step process – Clone items one at a time or create
whole new ranges in a single operation by pulling in a simple item
number + description table from XL
ITEM MANAGER
Unit of Measure Management
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THE FEATURES
•Specify a main stock unit
for inquiries and reports
•Manage allowable order
multiples
•Specify a consistent sales
reporting unit e.g. tonnage
•Display packs and splits
•New item inquiry screen
THE WIN
Enhanced control of what units of measure are used for
what purpose. For example you may want a BASE unit
of EACH to permit single returns and split packs but
typically want to look at inventory in CASES
Puts the user in control of how inventory information is displayed
Puts you in true control of
your unit of measure
schedule. Easier
interpretation
THE LINK
UNIT OF MEASURE MGT
New item inquiry with additional information, easy unit switching and
illustrating packs and splits 281/3 indicates 281 whole cases and 3 eaches
Catchweights
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THE FEATURES
Single inquiry window that
shows how inventory is
being tracked separately
both in weight and cases.
“5lb packs” are of nominal
weight only. Customer will
be billed for actual weight
shipped e.g. 2 cases – total
weight 10.37 lbs – with
individual box weights also
recorded.
Catchweight information
can be managed down to
lot and bin-bay level.
•Separate tracking of qty
and weight in inventory
•Allow sales and purchase
orders to be placed in qty
units but be billed by
confirmed weights
THE WIN
A proven out of the box
solution for food
distributors
THE LINK
CATCHWEIGHTS
Sales and Purchase orders can be entered in one unit but priced in another .
Actual weights can be entered later and the final invoice will show both units
and weight delivered ot the customer.;
Catalog Based Sales –
Inventory look-up feature
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THE FEATURES
Unlimited item attributes
Simple string search
Explorer style drill
down to five levels
•Look-up can be called
direct from item
maintenance
•User configured screen
•Unlimited search
parameters
•Multiple drill-down to
supporting information.
THE WIN
User configurable
information display
Add attributes and explorer style drill down features in
XL and import to transform the search capabilities of
your inventory file
User configurable drill
downs
Structured search of large
inventory files on many
dimensions – saves time,
adds expertise.
THE LINK
CATALOG BASED SALES
Additional Inventory Features
Return to Main Menu
Here are just a few more of the additional features available . There are too many to list them
all here. If you don’t see what you need give us a call. Use the Hyperlinks to find out more.
• Item Life Cycle
– Item status tracking
– Control availability to sell or purchase
item
– Hide items from inventory look-ups.
• Catalog Based Sales
– Item attributes
– Explorer style hierarchical search
• Distribution Enhancements
– Disallowed items
– Item Aliases
– Inventory transaction reason
codes
– Stock take enhancements
– Current cost update options
• Additional Charges
– Associate items e.g. containers,
deposits, service charges
– Automate invoicing of additional
charge items
Purchasing
Inventory
Purchasing /
Replenishment
Logistics
Sales
Ordering
Pricing
“I have three
members of my
team permanently
locked into
reviewing re-stock
levels and placing
purchase orders.
They hold an
enormous amount
of knowledge in
their heads. A lot
of what they do
should be
automated. I
would love to free
up some of their
time to get
involved in more
strategic activities.
Purchasing
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Successful purchasing is without doubt one of the
most complex areas of any distribution operation and
one where the analytical power of IT can contribute
greatly to managing that difficult balance of customer
service vs inventory investment. Trinity’s solutions are
designed to speed up and improve the quality of
replenishment through a combination of automated
data analysis and great decision support tools
Advanced Inventory Replenishment-A.I.R.
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THE FEATURES
•Advanced Demand
Planning functionality
embedded in GP
•Wizard driven set up
•Fast and easy to
understand maintenance
•Powerful PO generator
THE WIN
Profile your items individually or using wizards,
range selections and automated routines
Set up wizard plus default ability to automatically include
new items in forecast – no data input, all embedded in
core GP.
Easy to get started with
immediate ability to use
your historical data to
generate order point and
up to level, save time,
lower cost and investment
THE LINK
ADVANCED INVENTORY
REPLENISHMENT
Advanced Inventory Replenishment-A.I.R.
Return to Main Menu
THE FEATURES
•Mass routines to update
reorder point and order up
to level.
•User configurable review
screen with drill down to
transaction level
THE WIN
Demand Review Screen enables
comprehensive review of demand
history – including
•Sales
•Lost sales
•Exceptional Demand
•Inherited demand from
superseded items
Save hours a week by
letting the system review
and reset order point
information while retaining
the ability to review and
intervene.
Drill down to individual
transactions available
THE LINK
Safety stock, reorder point and “order up to level” all
automatically recalculated by combining results of
demand analysis with time based stocking policy
ADVANCED INVENTORY
REPLENISHMENT
A.I.R. Demand Formula Application
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THE FEATURES
•Industry standard demand
analysis formulae
•Automated routines to find
best fit.
•Wizard driven
segmentation of inventory
THE WIN
Thirteen industry standard demand analysis formulae
embedded into the software so that the system can find the
best method for each item by modelling and scoring them
The system has tried out seven methods on
against your demand history.
this item – it will try them all once there is
more history – to find the most appropriate
forecasting formula. All of this can be done
automatically.
Provides access to
powerful automated
demand analysis routines
typically only associated
with higher price specialist
third party software
THE LINK
ADVANCED INVENTORY
REPLENISHMENT
A.I.R. – PO Generator
Return to Main Menu
THE FEATURES
•Additional searches and
filters e.g. show ALL items
from vendor, show items
below line point
•Additional decision
support via PO line
demand window
The new PO generator screen tells you your weekly usage,
number of weeks stock held and current available inventory.
THE WIN
New vendor totals screen tracks spend against
vendor minimum. It also allows you track order size
in most relevant unit e.g. weight, number of pallets
against a vendor target size.
New PO line demand
window offers a
wealth of additional
decision support with
further drill downs to
detailed information
Uses system generated
order point and order up to
level but leaves the buyer
in charge by providing
exceptional decision
support .
THE LINK
ADVANCED INVENTORY
REPLENISHMENT
Purchasing – A.I.R.
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Whilst you can download Advanced Inventory Replenishment we
recommend that you talk to Trinity about an initial demonstration.
You will find a wealth of additional sales material on the website
including
•Whitepaper
•Product movie
•In-depth powerpoint presentation
•Product brochure
•Case Study
We can supply additional material on request including
•Needs Analysis questionnaire
•Sample training program
Advanced Inventory Replenishment
Additional Purchasing Features
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• Vendor Price Management*
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–
–
–
Date based vendor price lists
Unit and currency specific
Dated contracts
Import / Export price wizard for
easy maintenance
– Price alerts in PO generator and
PO entry
– Price history inquiry
– Vendor comparison window
• Purchase Retro Discounts
(Vendor Rebates)
*Vendor Price Management can be purchased separately but is also included in
the price of Advanced Inventory Replenishment as an essential pre-req.
– Track rebate accruals by inquiry
or report
– Item or group based rebates
– Multiple thresholds based on
quantity or value
– Value and percent discount types
You’ve reached the end of the demo section.
What would you like to do next ?
Click a box to proceed.
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Main Menu
Proceed to Final
Summary
How it all stacks up.
Partner Expertise
Trinity Expertise
Trinity Distribution Software
Dynamics GP
Microsoft Platform
We work closely with partners to help them
develop the skills and expertise they need to
succeed in the distribution market. – see next
slide for details.
Trinity can back that up with over twenty years
experience in the market to help partners and
customers qualify, select, configure and
implement the right solutions every time.
But the market demands more than that.
Prospects are rightly looking for software
solutions that reflect the needs of their business.
The Microsoft platform together with core
Dynamics GP provides an unmatched generic
proposition for the ERP mid-market
Here to help every step of the way
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Pre-sales
qualification
Support Desk /
guaranteed
enhancement
plan/customisation
Training
implementation/
consultancy
Demonstration/
Partner coaching
Reference / Case
Studies/Back up
material
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